Latest Institutional Transactions on Ishares U S ETF Tr Int Rate He (LQDH)
This table provides information on the latest institutional transactions involving Ishares U S ETF Tr Int Rate He (LQDH) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
7.38KNew |
$670K - $688K
|
7.38K
$685K
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
28.4K+ 3.78% |
$2.58M - $2.65M
|
780K
$72.4M
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5New |
$454 - $467
|
5
$464
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
7+ 1.75% |
$636 - $653
|
408
$37.9K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.8K+ 88.3% |
$1.16M - $1.19M
|
27.2K
$2.53M
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
5+ 1.8% |
$454 - $467
|
283
$26.3K
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-21.3K- 6.54% |
$1.93M - $1.99M
|
304K
$28.2M
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
227+ 1.88% |
$20.6K - $21.2K
|
12.3K
$1.14M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
31.5K+ 118.12% |
$2.86M - $2.94M
|
58.1K
$5.4M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.04K+ 4.92% |
$367K - $377K
|
86.3K
$8.01M
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
525New |
$47.7K - $49K
|
525
$48.8K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.6K- 32.67% |
$1.05M - $1.08M
|
23.9K
$2.22M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.2KNew |
$1.65M - $1.7M
|
18.2K
$1.69M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-10.7K- 36.41% |
$975K - $1M
|
18.7K
$1.74M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
26.3KNew |
$2.38M - $2.45M
|
26.3K
$2.44M
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
1.14K+ 0.99% |
$104K - $107K
|
116K
$10.8M
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.33K+ 6.88% |
$303K - $311K
|
51.8K
$4.81M
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-40- 11.43% |
$3.63K - $3.73K
|
310
$28.8K
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
99+ 0.92% |
$8.99K - $9.24K
|
10.9K
$1.01M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.93K+ 6.89% |
$266K - $273K
|
45.3K
$4.21M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
432+ 9.57% |
$39.2K - $40.3K
|
4.95K
$459K
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.35K- 6.18% |
$123K - $126K
|
20.5K
$1.91M
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
856+ 5.03% |
$77.8K - $79.9K
|
17.9K
$1.66M
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-489- 3.4% |
$44.4K - $45.6K
|
13.9K
$1.29M
|
|
Nov 13, 2024
Q3 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1.88K- 6.76% |
$171K - $175K
|
25.9K
$2.4M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.6K+ 249.6% |
$1.42M - $1.46M
|
21.8K
$2.03M
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-17K- 14.77% |
$1.54M - $1.58M
|
97.9K
$9.09M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
52New |
$4.72K - $4.85K
|
52
$4.83K
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
665+ 27.1% |
$60.4K - $62K
|
3.12K
$290K
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
428+ 10.48% |
$38.9K - $39.9K
|
4.51K
$419K
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
390+ 31.71% |
$35.4K - $36.4K
|
1.62K
$150K
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.11K+ 658.75% |
$192K - $197K
|
2.43K
$225K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
298New |
$27.1K - $27.8K
|
298
$27.7K
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
229+ 34.28% |
$20.8K - $21.4K
|
897
$83.3K
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
480New |
$43.6K - $44.8K
|
480
$44.6K
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
3+ 0.42% |
$273 - $280
|
712
$66.1K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.8K+ 8.17% |
$1.61M - $1.66M
|
235K
$21.8M
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-371- 3.67% |
$33.7K - $34.6K
|
9.73K
$903K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
69.9K+ 247.97% |
$6.35M - $6.52M
|
98.1K
$9.11M
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
34New |
$3.09K - $3.17K
|
34
$3.16K
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.66K+ 11.32% |
$332K - $341K
|
36K
$3.34M
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.49K- 45.11% |
$408K - $419K
|
5.47K
$508K
|
|
Nov 04, 2024
Q3 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
377+ 2.97% |
$34.3K - $35.2K
|
13.1K
$1.22M
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9+ 0.25% |
$818 - $840
|
3.66K
$340K
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
144K+ 382.91% |
$13.1M - $13.4M
|
182K
$16.9M
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-293- 2.54% |
$26.6K - $27.3K
|
11.2K
$1.04M
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-47- 1.6% |
$4.27K - $4.39K
|
2.89K
$268K
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.16KNew |
$469K - $481K
|
5.16K
$479K
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-3.74K- 54.04% |
$340K - $349K
|
3.18K
$295K
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-39.6K- 28.19% |
$3.6M - $3.7M
|
101K
$9.38M
|